See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,076 | $209,832-69.9% | $189,513-66.7% | $167,490-62.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 29.36% | 748.27%-718.9pp | 555.15%-525.8pp | 478.56%-449.2pp |
| Employer contribution / active EE | $4,046 | $6,914-41.5% | $6,162-34.3% | $4,837-16.4% |
| Participant deferral / active EE | $2,047 | $8,935-77.1% | $8,221-75.1% | $6,341-67.7% |
| Admin fee / account holder | $31 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |